FDTS vs SPDW

AFDTS

BSPDW

Measures won2–4SPDW wins · of 6 · 5Y

$10,000 · 5Y$16,172FDTS · SPDW $15,064

Lowest cost0.03%SPDW · $3 on $10k

Most income3.13%SPDW · $313 on $10k

Smallest drop−11.3%VXUS · worst fall in 1Y

Held in common0.9%FDTS and SPDW

FDTS

SPDW

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund · $13MState Street SPDR Portfolio Developed World ex-US ETF · $40.8B

+24.7%3 years · per year$19,404 · $17,731+21.0%

+10.1%5 years · per year$16,172 · $15,064+8.5%

0.80%Expense ratio$80 · $3 on $10k · lower wins0.03%

2.78%12-mo yield$278 · $313 on $10k3.13%

−13.1%Worst dropSmaller wins−11.5%

20.1%VolatilityLower wins17.9%

2–4SPDW wins

$10,000 · 5 yearsAll three, one scale

Shared top holdingsFDTS · SPDW

0.2%ANN.AX0.0%

0.1%8367.T0.0%

0.3%8345.T0.0%

0.2%6952.T0.0%

Held in common0.9%

End-of-day Nov 5, 2026 · $10,000 5 years ago, dividends reinvested · ● winner of the row · each row scaled to the bigger of the two

All Three

5Y3 funds

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.78%	−3.4%	+14.1%	+21.7%	+24.7%	+10.1%	−13.1%	$13M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

All Three

5Y3 funds

#
1	AFDTS	First Trust Developed Markets ex-US Small Cap AlphaDEX FundRead Desk	0.80%	2.78%	−3.4%	+14.1%	+21.7%	+24.7%	+10.1%	−13.1%	$13M
2	BSPDW	State Street SPDR Portfolio Developed World ex-US ETFRead Desk	0.03%	3.13%	−3.7%	+10.7%	+16.2%	+21.0%	+8.5%	−11.5%	$40.8B
3	VXUS	Vanguard Total International Stock ETFRead Desk	0.05%	2.46%	−3.7%	+7.9%	+12.2%	+19.5%	+7.5%	−11.3%	$163.2B

End-of-day Nov 5, 2026 · total return, dividends in · 3Y and 5Y per year · A and B = the pair in versus

Cards for this view

FDTS vs SPDW

FDTS

First Trust Developed Markets ex-US Small Cap AlphaDEX Fund

$16,172

SPDW

SPDR Portfolio Developed World ex-US

$15,064

MeasureFDTSSPDW

Fee0.80%0.03%

Cost on $10k a year$80$3

Yield2.78%3.13%

5 years, per year+10.1%+8.5%

3 years, per year+24.7%+21.0%

Worst drop · 1Y−13.1%−11.5%

Volatility · 1Y20.1%17.9%

4–2measures won
SPDW first

0.9%

holdings shared

Nov 5, 2026 · $10,000 five years ago, dividends reinvested

VXUS vs IXUS

YTD

VanguardVXUS

+7.9%

IXUSiShares

+8.2%

+7.9%Year to date+8.2%

2.5%Yield3.1%

$163BAssets$58.4B

2–0IXUS wins

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026

Overlap: FDTS, SPDW, VXUS

Today

8.2%most shared, SPDW and VXUS

FDTSSPDWVXUS

FDTS—0.9%3.0%

SPDW0.9%—8.2%

VXUS3.0%8.2%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Income After Fees on $10,000

$310most kept, SPDW

SPDW$313 − $3 = $310

VXUS$246 − $5 = $241

FDTS$278 − $80 = $198

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee